184 client associate jobs at 98 companies in Santa Fe, TX
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Client Associate
Houston, Texas, United States
OnsiteFull Time
High school diploma, client service experience, strong communication and attention to detail, proficient with Microsoft Office.
Microsoft Office
1mo
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Client Associate
Houston, Texas, United States
OnsiteFull Time
High school diploma, client service experience, excellent communication and attention to detail, proficiency in Microsoft Office Suite; may require assessments during hiring.
Microsoft Office Suite
1d
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Client Service Associate
Houston, Texas, United States
HybridFull Time
3+ YOEAssociate degree or equivalent and 3–5 years of relevant client service experience. Requires strong math, analytical, organizational, communication, computer, and multitasking skills.
4w
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Private Wealth Client Associate
Houston, Texas, United States
OnsiteFull Time
Provide client service support to Financial Advisors, manage client requests, ensure accuracy of client materials, and promote banking solutions; strong communication and computer skills required.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
4w
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Private Wealth Client Associate
Houston, Texas, United States
OnsiteFull Time
Provide client service support to Financial Advisors; high school diploma required; SIE/Series licenses preferred; proficiency with Microsoft Office and Salesforce; strong communication and client-focus.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
1mo
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Client Service Associate
Houston, Texas, United States
OnsiteFull Time
0+ YOEProvides high-quality client service, manages client expectations, executes transactions (money movement, beneficiary administration, security transfers), uses digital tools, and collaborates with internal partners. Bachelor\u0002s degree typically required; <1 year professional experience.
1mo
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Client Service Associate
Houston, Texas, United States
OnsiteFull Time
Provide client service and administrative support to financial advisors; detail-oriented, advanced Microsoft Office skills, willingness to obtain securities registrations (Series 7/63/65/66).
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, MSOnline, eSign, eAuthorization, Zoom
1mo
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Registered Client Associate
Houston, Texas, United States
OnsiteFull Time
2+ YOESeries 7 and 66 licenses, 2+ years client service experience in finance preferred, bachelor’s in Finance or Economics, bilingual Spanish, strong communication, analytical and detail-oriented skills.
1mo
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Client Service Associate
Houston, Texas, United States
OnsiteFull Time
Provide exceptional client service supporting financial advisors, execute money movement transactions, manage calendars/travel/expense reports, use digital tools and Microsoft Office; willingness to obtain Series licenses.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, MSOnline, eSign, eAuthorization, Zoom
1mo
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Client Service Associate
Houston, Texas, United States
OnsiteFull Time
2+ YOEHigh school diploma, 2+ years investment industry experience, Series 7 and 63/66 preferred or must obtain within 6–12 months, proficient in Microsoft Office, knowledge of brokerage operations and client service.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Outlook
2w
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Client Service Associate WWS
Houston or The Woodlands
OnsiteFull Time
5+ YOE5+ years financial services experience; proficiency with Raymond James systems and Microsoft Office; strong client service, organizational, analytical, and communication skills; SIE/Series 7/66 preferred.
Raymond James systems, RJFS CRM, RJ Systems, Microsoft Excel, Microsoft Word, Microsoft Outlook, Microsoft PowerPoint, Microsoft SharePoint
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Associate Client Advocate
Chicago or Los Angeles or Phoenix or Houston or Denver or Overland Park or Detroit or Milwaukee or Pittsburgh or Philadelphia or New York or Short Hills or Boston or Arlington or Atlanta or Nashville or Tampa or Miami or Mobile
$90k-$120k/yr HybridFull Time
5+ YOE5+ years commercial P&C insurance client-facing experience, knowledge of coverage forms and renewals, negotiation and relationship management, project management, excellent communication, and ability to obtain a P&C broker license.
Microsoft Office
4d
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Client Service Associate
Houston, Texas, United States
HybridFull Time
1+ YOEHigh school diploma or equivalent, one year of directly applicable experience, Microsoft Office proficiency, basic math, organization, technology skills, and strong written and verbal communication.
Microsoft Office
2w
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Part Time Client Service Associate
Deer Park, Texas, United States
OnsitePart Time
0.5+ YOEMinimum 6 months banking/finance experience, college coursework preferred, strong written and oral communication, MS Office proficiency, CRM experience, scheduling and client-contact skills.
Microsoft Office, CRM
3mo
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Latin America Private Bank - Senior Client Service Associate
Houston or Jersey City
OnsiteFull Time
3+ YOESenior Client Service Associate in Latin America Private Bank; FINRA Series 7 and 63; SIE; fluent Spanish; 3+ years in investment management; college degree preferred.
FINRA Series 7, FINRA Series 63, SIE, Microsoft Office Suite
1mo
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Client Service & Operations Associate
Austin or Houston or San Antonio
$45k-$65k/yr HybridFull Time
2+ YOE2-3 years financial services or operations experience preferred; proficiency with eMoney, Salesforce, Microsoft Excel; strong attention to detail, client communication, and ability to handle sensitive information. Bachelor's degree preferred.
eMoney, Salesforce, Microsoft Excel, Microsoft Office, Slack, Zoom, Envestnet, Morningstar
3mo
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LW - Client Service Associate Manager
Houston, Texas, United States
OnsiteFull Time
10+ YOEOver 10 years in Client Service with leadership experience; proficient with Fidelity/Schwab; MS 365; CRM; Portfolio Accounting; strong organization and communication skills.
Microsoft 365, CRM, Portfolio Accounting System, Document Management Software, Fidelity custodial platforms, Schwab custodial platforms
3w
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Sr. Associate, AfroTech Client Services
Houston, Texas, United States
RemoteContract
3+ YOE3+ years client services or events experience; BS/BA preferred; experience with sponsor/account coordination, Asana and exhibitor systems; strong communication and independent execution skills.
Microsoft Office, Google Suite, Asana, Map Your Show
1w
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Senior Associate - Client Success
Houston or Philadelphia or Milwaukee or Dallas or Tampa or New York City or Seattle or Irvine or Chicago
$84k-$127k/yr HybridFull Time
3+ YOEBachelor's degree and 3+ years' related experience; experience in technology or management consulting or customer success; NetSuite and Salesforce experience; strong communication, analytical and stakeholder management skills.
NetSuite, Salesforce, HighSpot, ZoomInfo
1mo
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Associate Client Advisor
Naples or New York City or Woodbridge or Atlanta or Boston or Chicago or Dallas or Delaware or Denver or Garden City or Cayman Islands or Greenwich or Houston or Los Angeles or Miami or Nevada or Palm Beach or San Diego or San Francisco or Seattle or Stuart or Washington
HybridFull Time
Bachelor's degree required; 1+ year of related business experience preferred; working knowledge of trust administration and fiduciary laws; proficiency with Microsoft Office and strong communication, analytical, and organizational skills.
Salesforce, Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Office, Workflow, Atlas